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You can sign up for the QuickBooks Online Accountant (QBOA) firm to manage your clients. I’d be happy to provide insights into the signup process to help you get started.
QBOA is a distinct version of QuickBooks that allows you to assess a client's financial records, modify transactions, and resolve problems. It also provides enhanced bookkeeping features and access to ProAdvisor perks.
However, you can set up a new QBOA firm either through our website or through an invitation from a client. Keep in mind that even if you possess an existing Intuit user ID, it may be beneficial to create a new profile specifically for your firm. Thus, it can't be upgraded from your current QBO subscription.
Please note that this QBOA feature may not be accessible in all regions. Follow these steps to proceed on how to sign in our website:
Also, you have the option to include clients in your wholesale discount plan and set them up with a QuickBooks subscription. This allows you to select the products that best suit their needs.
Here's how:
Additionally, you can give clients a direct discount and let them handle their billing and subscription. For more details about adding clients in QuickBooks, see this link: Add clients to QuickBooks Online Accountant. It contains hyperlinks that you can open on how to add them to your firm.
I'm adding these articles that you can read through for guidance in managing your account and clients in the future:
If you have additional concerns about creating QBO accounts or related questions, please don’t hesitate to reach out. I’m here to assist you.
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